Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]

ORIX (IX) Q1 2026 Earnings Call August 07, 2025 03:30 AM ET ModeratorSince it is time, we now would like to get started. Thank you for joining this telephone conference of Rx Corporation for first quarter financial results for the three month period ended 06/30/2025. I am, Nakane, from IR. We have today as an attendee, Ikazuki Yamamoto, operating officer in charge of investor relations. Yamamoto san will explain, and this will be followed by Q and A.We plan to have a one hour session. So over to you, Yamamo ...

ORIX (IX) Q1 2026 Earnings Call August 07, 2025 03:30 AM ET Speaker0Since it is time, we now would like to get started. Thank you for joining this telephone conference of Rx Corporation for first quarter financial results for the three month period ended 06/30/2025. I am, Nakane, from IR. We have today as an attendee, Ikazuki Yamamoto, operating officer in charge of investor relations. Yamamoto san will explain, and this will be followed by Q and A.We plan to have a one hour session. So over to you, Yamamot ...

| Page | | | | --- | --- | --- | | 1 | Financial Highlights and Financial Indicators | : Financial Highlights and Financial Indicators | | 2 | Segment Information | : Segment Profits, Assets and ROA | | 3 | Segment Asset Details | : Assets by Segment | | 4-5 | Corporate Financial Services and Maintenance Leasing (1)(2) | : Segment Revenues, Profits and Assets | | 6-7 | Real Estate (1)(2) | : Segment Revenues, Profits and Assets | | 8-9 | PE Investment and Concession (1) (2) | : Segment Revenues, Profits and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXC ...

Core Insights - Orix (IX) and American Express (AXP) are being compared for their investment value in the Financial - Miscellaneous Services sector [1] - Orix has a Zacks Rank of 1 (Strong Buy) while American Express has a Zacks Rank of 3 (Hold), indicating a stronger earnings outlook for Orix [3] Valuation Metrics - Orix has a forward P/E ratio of 8.02 compared to American Express's forward P/E of 16.58, suggesting Orix may be undervalued [5] - The PEG ratio for Orix is 0.87, while American Express has a PEG ratio of 1.23, indicating Orix's expected earnings growth is more favorable [5] - Orix's P/B ratio is 0.82, significantly lower than American Express's P/B ratio of 5.67, further supporting Orix's valuation as more attractive [6] Investment Grade - Orix's Value grade is A, while American Express's Value grade is C, highlighting Orix as the preferred choice for value investors [6]

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks. ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on ke ...

Core Insights - The House Edge is recognized as a unique marketplace service in the casino, gaming, and online sports betting sectors, providing superior returns through in-depth research and industry insights [1][2] Company Insights - Howard Jay Klein, with 30 years of experience in major casino operations, leads The House Edge and focuses on value investing by assessing management quality [2] - Klein's background includes significant roles at Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace, contributing to his extensive knowledge of the industry [2] Industry Insights - The House Edge leverages a vast intelligence network across the US gambling and entertainment sectors, including insights from various levels of employees and management [2]

Financial Data and Key Metrics Changes - Net income for Q3 was JPY 88.8 billion, with a cumulative total of JPY 271.8 billion for the nine months ending December 2024, representing a 24% year-over-year increase and an annualized ROE of 9% [9][14][12] - The company is on track to achieve a full-year net income target of JPY 390 billion, with a progress rate of 70% towards this goal [9][14] Business Line Data and Key Metrics Changes - Finance segment profit decreased by 3% year-over-year to JPY 137.1 billion, with a progress rate of 69% towards the full-year forecast [16] - Operations segment income increased by 2% year-over-year to JPY 161.4 billion, with a progress rate of 67% [18] - Investments segment income surged by 86% year-over-year to JPY 129 billion, with a progress rate of 69% [19] Market Data and Key Metrics Changes - The Finance category is expected to maintain stable earnings despite regional policy differences, while the Operations category benefits from strong airport concessions and asset management growth [20] - The Investment category aims to enhance profitability through capital recycling, with significant gains expected from divestments [22] Company Strategy and Development Direction - The company plans to continue promoting capital recycling and asset management globally to strengthen its balance sheet and enhance profitability [54] - The new COO emphasizes providing essential solutions to societal issues and maximizing business opportunities across diversified segments [52][53] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the economic outlook, particularly in Japan, due to rising interest rates and inflation concerns [44][46] - The company expects to leverage its diversified portfolio to navigate uncertainties and pursue new investments while promoting exits [51] Other Important Information - The company completed JPY 50 billion in share repurchases, adhering to its policy of limiting treasury stock holdings [12][13] - The divestment of Greenko is anticipated to significantly impact the company's profit achievement for the fiscal year [84][86] Q&A Session Summary Question: Future expectations for ORIX USA and weak credit profit - Management indicated that improvements in credit-related businesses are underway, with a focus on enhancing sales and marketing capabilities [58][60][62] Question: Midterm plan ROE target and share buyback strategy - Discussions on the midterm plan are ongoing, with a focus on achieving an ROE target of 11% or higher, leveraging share buybacks as a growth driver [70][76][78] Question: Impact of Greenko divestment on annual plan - Management expressed confidence in executing the Greenko sale by the end of the fiscal year, but acknowledged potential impacts on profit if not completed [82][84] Question: Profitability outlook for the Finance business in Japan - Management noted that rising interest rates are positively impacting asset management yields, supporting stable profits in the Finance segment [90][91]